Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
HAROLD KL CASTLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1197 AULOA ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KAILUA, HI96734
A Employer identification number

99-6005445
B Telephone number (see instructions)

(808) 263-7073
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$199,458,982J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 683,914 683,914  
4 Dividends and interest from securities... 3,799,632 3,799,632  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,791,221
b Gross sales price for all assets on line 6a 32,773,420
7 Capital gain net income (from Part IV, line 2)... 3,791,221
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,526 472,822  
12 Total. Add lines 1 through 11........ 8,283,293 8,747,589  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,131,290 219,029   912,261
14 Other employee salaries and wages...... 161,139 0   161,139
15 Pension plans, employee benefits....... 250,742 45,389   205,353
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,760 976   7,243
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45,654 7,737   37,917
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,479,325 1,147,958   335,974
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
412,392 106,569   65,292
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
48,215 0  
20 Occupancy.............. 15,211 0   15,211
21 Travel, conferences, and meetings....... 112,438 19,055   93,383
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
278,930 154,325   223,749
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,941,096 1,701,038   2,057,522
25 Contributions, gifts, grants paid....... 6,685,968 6,685,968
26 Total expenses and disbursements. Add lines 24 and 25 10,627,064 1,701,038   8,743,490
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,343,771
b Net investment income (if negative, enter -0-) 7,046,551
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 534,893 956,383 956,383
2 Savings and temporary cash investments......... 8,845,147 7,656,553 7,656,553
3 Accounts receivable right arrow115,968
Less: allowance for doubtful accounts right arrow   86,917 115,968 115,968
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 88,390 61,626 61,626
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 112,762,977 Click to see attachment
List of Attached Documents:
// Content
110,428,435 		138,626,985
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 50,091,154 Click to see attachment
List of Attached Documents:
// Content
51,027,987 		50,992,966
14 Land, buildings, and equipment: basis right arrow1,771,484
Less: accumulated depreciation (attach schedule) right arrow722,983 1,081,970 Click to see attachment
List of Attached Documents:
// Content
1,048,501 		1,048,501
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 173,491,448 171,295,453 199,458,982
Liabilities 17 Accounts payable and accrued expenses.......... 8,174 7,440
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
172,977 		Click to see attachment
List of Attached Documents:
// Content
321,469
23 Total liabilities (add lines 17 through 22)......... 181,151 328,909
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 173,310,297 170,966,544
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 173,310,297 170,966,544
30 Total liabilities and net assets/fund balances (see instructions). 173,491,448 171,295,453
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
173,310,297
2
Enter amount from Part I, line 27a .....................
2
-2,343,771
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,613,709
4
Add lines 1, 2, and 3 ..........................
4
181,580,235
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,613,691
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
170,966,544
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SEE STATEMENT 15 FOR NOTE ON DATES ACQUIRED/SOLD AND DETAILS P    
b J.P. MORGAN N96259002 - SEE NOTE 15 P    
c J.P. MORGAN N96259002 - SEE NOTE 15 P    
d J.P. MORGAN A17113001 - SEE NOTE 15 P    
e J.P. MORGAN A17113001 - SEE NOTE 15 P    
J.P. MORGAN A17115006 - SEE NOTE 15 P    
J.P. MORGAN A17115006 - SEE NOTE 15 P    
J.P. MORGAN A17121004 - SEE NOTE 15 P    
J.P. MORGAN A17121004 - SEE NOTE 15 P    
J.P. MORGAN A17123000 - SEE NOTE 15 P    
J.P. MORGAN A17123000 - SEE NOTE 15 P    
J.P. MORGAN A17124008 - SEE NOTE 15 P    
J.P. MORGAN A17124008 - SEE NOTE 15 P    
J.P. MORGAN A17126003 - SEE NOTE 15 P    
J.P. MORGAN A17126003 - SEE NOTE 15 P    
J.P. MORGAN A17128009 - SEE NOTE 15 P    
J.P. MORGAN A17128009 - SEE NOTE 15 P    
J.P. MORGAN A17129007 - SEE NOTE 15 P    
J.P. MORGAN A17129007 - SEE NOTE 15 P    
J.P. MORGAN A17131003 - SEE NOTE 15 P    
J.P. MORGAN A17131003 - SEE NOTE 15 P    
J.P. MORGAN A23625006 - SEE NOTE 15 P    
J.P. MORGAN A23625006 - SEE NOTE 15 P    
J.P. MORGAN A31866006 - SEE NOTE 15 P    
J.P. MORGAN A31866006 - SEE NOTE 15 P    
J.P. MORGAN A51324001 - SEE NOTE 15 P    
J.P. MORGAN A51324001 - SEE NOTE 15 P    
J.P. MORGAN A73745001 - SEE NOTE 15 P    
J.P. MORGAN A73745001 - SEE NOTE 15 P    
J.P. MORGAN A89846009 - SEE NOTE 15 P    
J.P. MORGAN A89846009 - SEE NOTE 15 P    
J.P. MORGAN Q84817008 - SEE NOTE 15 P    
J.P. MORGAN Q84817008 - SEE NOTE 15 P    
J.P. MORGAN B60087008 - SEE NOTE 15 P    
J.P. MORGAN B60087008 - SEE NOTE 15 P    
J.P. MORGAN B60086000 - SEE NOTE 15 P    
J.P. MORGAN B60086000 - SEE NOTE 15 P    
J.P. MORGAN B60087008 - SEE NOTE 15 P    
J.P. MORGAN B60087008 - SEE NOTE 15 P    
J.P. MORGAN B60088006 - SEE NOTE 15 P    
J.P. MORGAN B60088006 - SEE NOTE 15 P    
J.P. MORGAN B64814001 - SEE NOTE 15 P    
J.P. MORGAN B64814001 - SEE NOTE 15 P    
J.P. MORGAN B64815008 - SEE NOTE 15 P    
J.P. MORGAN B64815008 - SEE NOTE 15 P    
J.P. MORGAN B64816006 - SEE NOTE 15 P    
J.P. MORGAN B64816006 - SEE NOTE 15 P    
J.P. MORGAN B64817004 - SEE NOTE 15 P    
J.P. MORGAN B64817004 - SEE NOTE 15 P    
J.P. MORGAN B64818002 - SEE NOTE 15 P    
J.P. MORGAN B64818002 - SEE NOTE 15 P    
J.P. MORGAN B64819000 - SEE NOTE 15 P    
J.P. MORGAN B64819000 - SEE NOTE 15 P    
J.P. MORGAN B64821006 - SEE NOTE 15 P    
J.P. MORGAN B64821006 - SEE NOTE 15 P    
J.P. MORGAN B64823002 - SEE NOTE 15 P    
J.P. MORGAN B64823002 - SEE NOTE 15 P    
J.P. MORGAN B64824000 - SEE NOTE 15 P    
J.P. MORGAN B64824000 - SEE NOTE 15 P    
J.P. MORGAN B64827003 - SEE NOTE 15 P    
J.P. MORGAN B64827003 - SEE NOTE 15 P    
J.P. MORGAN B64829009 - SEE NOTE 15 P    
J.P. MORGAN B64829009 - SEE NOTE 15 P    
J.P. MORGAN B64830007 - SEE NOTE 15 P    
J.P. MORGAN B64830007 - SEE NOTE 15 P    
J.P. MORGAN B64831005 - SEE NOTE 15 P    
J.P. MORGAN B64831005 - SEE NOTE 15 P    
J.P. MORGAN B78141003 - SEE NOTE 15 P    
J.P. MORGAN B78141003 - SEE NOTE 15 P    
J.P. MORGAN B78142001 - SEE NOTE 15 P    
J.P. MORGAN B78142001 - SEE NOTE 15 P    
J.P. MORGAN B95019000 - SEE NOTE 15 P    
J.P. MORGAN B95019000 - SEE NOTE 15 P    
J.P. MORGAN E09420002 - SEE NOTE 15 P    
J.P. MORGAN E09420002 - SEE NOTE 15 P    
J.P. MORGAN E22468004 - SEE NOTE 15 P    
J.P. MORGAN E22468004 - SEE NOTE 15 P    
J.P. MORGAN E31684005 - SEE NOTE 15 P    
J.P. MORGAN E31684005 - SEE NOTE 15 P    
J.P. MORGAN E51362003 - SEE NOTE 15 P    
J.P. MORGAN E51362003 - SEE NOTE 15 P    
J.P. MORGAN U19794004 - SEE NOTE 15 P    
J.P. MORGAN U19794004 - SEE NOTE 15 P    
J.P. MORGAN E43868000 - SEE NOTE 15 P    
J.P. MORGAN E43868000 - SEE NOTE 15 P    
J.P. MORGAN C05874000 - SEE NOTE 15 P    
J.P. MORGAN C05874000 - SEE NOTE 15 P    
J.P. MORGAN C05875007 - SEE NOTE 15 P    
J.P. MORGAN C05875007 - SEE NOTE 15 P    
J.P. MORGAN C54686008 - SEE NOTE 15 P    
J.P. MORGAN C54686008 - SEE NOTE 15 P    
J.P. MORGAN C54688004 - SEE NOTE 15 P    
J.P. MORGAN C54688004 - SEE NOTE 15 P    
J.P. MORGAN U56076000 - SEE NOTE 15 P    
J.P. MORGAN U56076000 - SEE NOTE 15 P    
J.P. MORGAN A17127001 - SEE NOTE 15 P    
J.P. MORGAN A17127001 - SEE NOTE 15 P    
J.P. MORGAN C05876005 - SEE NOTE 15 P    
J.P. MORGAN C05876005 - SEE NOTE 15 P    
J.P. MORGAN C51021001 - SEE NOTE 15 P    
J.P. MORGAN C51021001 - SEE NOTE 15 P    
J.P. MORGAN E43867002 - SEE NOTE 15 P    
J.P. MORGAN E43867002 - SEE NOTE 15 P    
J.P. MORGAN D19193002 - SEE NOTE 15 P    
J.P. MORGAN D19193002 - SEE NOTE 15 P    
J.P. MORGAN N95810003 - SEE NOTE 15 P    
J.P. MORGAN N95810003 - SEE NOTE 15 P    
J.P. MORGAN RETURN OF CAPITAL P    
J.P. MORGAN CAPITAL GAIN DISTRIBUTIONS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       0
b       0
c 250,000   279,968 -29,968
d 514,896   425,852 89,044
e 871,885   546,338 325,547
      0
199,468   165,106 34,362
3,383,981   2,989,280 394,701
6,850,965   10,132,236 -3,281,271
      0
      0
      0
500,000   391,188 108,812
250,000   234,564 15,436
      0
      0
7,857,006   8,743,433 -886,427
      0
248,504   251,172 -2,668
      0
      0
      0
462,812   53,895 408,917
      0
3,000,000   2,984,536 15,464
      0
250     250
      0
      0
      0
2,700,275   1,217,145 1,483,130
      0
      0
      0
      0
      0
135,532     135,532
      0
81,654     81,654
      0
284,595     284,595
      0
148,256     148,256
      0
146,813     146,813
      0
518,847     518,847
      0
336,907     336,907
      0
1,141,822     1,141,822
      0
313,344     313,344
      0
66,228     66,228
      0
139,198     139,198
      0
186,412     186,412
      0
223,685     223,685
      0
23,386     23,386
      0
73,371     73,371
      0
623,790     623,790
      0
    567,486 -567,486
      0
17,278     17,278
      0
309,368     309,368
      0
      0
      0
      0
      0
      0
      0
2,078     2,078
      0
      0
      0
      0
      0
      0
      0
11     11
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
910,803     910,803
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       0
c       -29,968
d       89,044
e       325,547
      0
      34,362
      394,701
      -3,281,271
      0
      0
      0
      108,812
      15,436
      0
      0
      -886,427
      0
      -2,668
      0
      0
      0
      408,917
      0
      15,464
      0
      250
      0
      0
      0
      1,483,130
      0
      0
      0
      0
      0
      135,532
      0
      81,654
      0
      284,595
      0
      148,256
      0
      146,813
      0
      518,847
      0
      336,907
      0
      1,141,822
      0
      313,344
      0
      66,228
      0
      139,198
      0
      186,412
      0
      223,685
      0
      23,386
      0
      73,371
      0
      623,790
      0
      -567,486
      0
      17,278
      0
      309,368
      0
      0
      0
      0
      0
      0
      0
      2,078
      0
      0
      0
      0
      0
      0
      0
      11
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      910,803
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,791,221
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 97,947
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 97,947
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 97,947
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 229,604
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 229,604
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 131,657
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow131,657 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowHI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.CASTLEFOUNDATION.ORG
14
The books are in care ofright arrowANN MATSUKADO Telephone no.right arrow (808) 263-7073

Located atright arrow1197 AULOA ROADKAILUAHI ZIP+4right arrow96734
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HENRY M D'OLIER DIRECTOR/CHAIRMAN
2.00 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
DR CLAIRE L ASAM DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
DR KITTREDGE A BALDWIN DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
CORBETT AK KALAMA DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
DEE JAY A MAILER DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
JAMES H MCINTOSH DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
JENNIFER G SABAS DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
T AULANI WILHELM DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
ERIC K YEAMAN DIRECTOR
0.50 		0 0 0
1197 AULOA ROAD
KAILUA,HI96734
CARLTON KC AU VICE PRESIDENT OF FINANCE
8.00 		55,473 8,568 0
1197 AULOA ROAD
KAILUA,HI96734
DENNIS ERIC CO VICE PRESIDENT OF RESILIENCY
40.00 		222,888 54,828 0
1197 AULOA ROAD
KAILUA,HI96734
TERRENCE R GEORGE PRESIDENT/CEO
40.00 		414,566 70,817 0
1197 AULOA ROAD
KAILUA,HI96734
ALEXANDER HARRIS VICE PRESIDENT OF PROGRAMS
40.00 		221,541 35,889 0
1197 AULOA ROAD
KAILUA,HI96734
ANN S MATSUKADO TREASURER
40.00 		189,023 49,600 0
1197 AULOA ROAD
KAILUA,HI96734
SUSAN L SUMIDA SECRETARY
5.00 		27,799 4,524 0
1197 AULOA ROAD
KAILUA,HI96734
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
MARIA QUIDEZ PROGRAM OFFICER
40.00 		96,409 14,461 0
1197 AULOA ROAD
KAILUA,HI96734
SABRINA MAGDATO ACCOUNTING & OPERATI
40.00 		64,731 6,005 0
1197 AULOA ROAD
KAILUA,HI96734
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
JP MORGAN CHASE BANK NA INVESTMENT ADVISORY 228,255
2029 CENTURY PARK EAST 39TH FLOOR
LOS ANGELES,CA90067
NAHOLOWAA CONSULTING LLC CONSULTING 54,102
PO BOX 4759
HILO,HI96720
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
188,668,316
b
Average of monthly cash balances.......................
1b
6,516,002
c
Fair market value of all other assets (see instructions)................
1c
10,362
d
Total (add lines 1a, b, and c).........................
1d
195,194,680
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
195,194,680
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,927,920
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
192,266,760
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,613,338
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
9,613,338
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
97,947
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
97,947
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,515,391
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
9,515,391
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
9,515,391
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
8,743,490
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
14,747
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
8,758,237
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 9,515,391
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 8,621,453
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 8,758,237
a Applied to 2023, but not more than line 2a 8,621,453
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 136,784
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		9,378,607
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ELIZABETH MURPH
1197 AULOA ROAD
KAILUA,HI96734
(808) 263-7073
bThe form in which applications should be submitted and information and materials they should include:
SEE STATEMENT 14 - ATTACHMENT
cAny submission deadlines:
SEE STATEMENT 14 - ATTACHMENT
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE STATEMENT 14 - ATTACHMENT
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

50CAN

1380 MONROE ST NW 413
WASHINGTON,DC20010 		    CORE ORGANIZATIONAL SUPPORT FOR HAWAIIKIDSCAN, AN EDUCATION ADVOCACY ORGANIZATION COMMITTED TO ENSURE THAT HAWAII HAS AN EXCELLENT AND EQUITABLE EDUCATION SYSTEM [5898; PC] 67,500

AFTER-SCHOOL ALL-STARS HAWAII

1523 KALAKAUA AVENUE SUITE 204
HONOLULU,HI96826 		    TO MATCH AN EMPLOYEE CONTRIBUTION [6355; PC] 500

BOTTLES4COLLEGE

53127 KAMEHAMEHA HWY
HAUULA,HI96717 		    WYLF YOUTH GRANT: BOTTLES4COLLEGE [5956; PC] 5,000

BOYS & GIRLS CLUB OF HAWAII

1000 BISHOP STREET SUITE 505
HONOLULU,HI96813 		    FOR AN UNSOLICITED GRANT AWARD TO WINDWARD BOYS AND GIRLS CLUBHOUSE [6130; PC] 5,000

BOYS & GIRLS CLUB OF HAWAII

1000 BISHOP STREET SUITE 505
HONOLULU,HI96813 		    OWN YOUR OWN FUTURE INITIATIVE: WHATS NEXT INITIATIVE PARENT ENGAGEMENT [5728; PC] 20,000

BOYS TO MEN MENTORING NETWORK OF HAWAII INCORPORATED

PO BOX 44316
KAMUELA,HI96743 		    TO SUPPORT EXPANSION OF BOYS TO MEN HAWAII (BTMH) PROGRAMS ON HAWAI'I ISLAND, MAUI AND KAUAI [5938; PC] 5,000

C&C OF HONOLULU OFFICE OF CLIMATE CHANGE SUSTAINABILITY AND RESILIENCY

650 S KING ST
HONOLULU,HI96813 		    TO HELP THE HONOLULU CITY & COUNTY OPTIMIZE ITS CLIMATE ADAPTATION WORK ALIGNED WITH THE FOUNDATION'S NEW CLIMATE STRATEGY [5860; GOV] 100,000

CENTER FOR TOMORROW'S LEADERS

677 ALA MOANA BLVD SUITE 1100
HONOLULU,HI96813 		    TO STRENGTHEN THE PERSUASIVE COMMUNICATION AND WRITING OF THE ROUGHLY 300 HIGH SCHOOL STUDENTS SERVED EACH YEAR [6368; PC] 60,000

COLLABORATIVE SUPPORT SERVICES

700 BISHOP STREET SUITE 1701
HONOLULU,HI96813 		    GENERAL OPERATING SUPPORT FOR THE COMMIT TO KEIKI INITIATIVE TO EDUCATE CANDIDATES AND ELECTED OFFICIALS ABOUT THE IMPORTANCE OF INVESTING IN EARLY CHILDHOOD DEVELOPMENT [6377; PC] 50,000

COLLABORATIVE SUPPORT SERVICES

700 BISHOP STREET SUITE 1701
HONOLULU,HI96813 		    BUILDING A COMMUNITY-BASED EARLY CHILDHOOD CONTINUUM IN THE WAIMNALO COMMUNITY OF OAHU [5605; PC] 50,000

COLLEGE PROMISE

727 15TH ST NW SUITE 3
WASHINGTON,DC20005 		    TO REVIEW AND PROVIDE FEEDBACK ON THE HAWAII PROMISE INITIATIVE [6252; PC] 25,000

COLLEGE SUMMIT INC DBA PEERFORWARD

1140 3RD ST NE
WASHINGTON,DC20002 		    TO SCALE A PROMISING PEER COUNSELING MODEL TO FOUR ADDITIONAL HIGH SCHOOLS. [6267; PC] 103,163

COLLEGE SUMMIT INC DBA PEERFORWARD

1140 3RD ST NE
WASHINGTON,DC20002 		    PEERS LEADING PEERS THROUGH HIGHER EDUCATION [5516; PC] 70,000

CONSERVATION INTERNATIONAL FOUNDATION

7192 KALANIANAOLE HWY SUITE G230
HONOLULU,HI96825 		    PUULAU PROJECT: A TWO-YEAR EFFORT TO COMBINE ADDITIONAL KNOWLEDGE BASES FROM FISHERS AND COMMUNITY WITH WESTER-SCIENCE BASED MONITORING DATA TO IMPROVE PARTICIPATION AND DECISION MAKING FOR THE HOLOMUA INITIATIVE. [5588; PC] 95,000

DEPARTMENT OF EDUCATION WINDWARD DISTRICT

46-169 KAMEHAMEHA HIGHWAY
KANEOHE,HI96744 		    OWN YOUR OWN FUTURE INITIATIVE: THE WAYFINDER PROJECT - WAIMANALO AND KAILUA HIGH FAMILIES SUCCESSFULLY NAVIGATING COLLEGE AND CAREER PATHWAYS [5786; GOV] 10,000

HAWAII AFTERSCHOOL ALLIANCE

1776 UNIVERSITY AVENUE
HONOLULU,HI96822 		    TO SUPPORT A DEVELOPMENTAL EVALUATION OF THE COMMUNITY SCHOOLS MODEL IN TWELVE PARTICIPATING PUBLIC SCHOOLS [5870; PC] 25,000

HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS

1020 SOUTH BERETANIA STREET 2ND
FLOOR
HONOLULU,HI96814 		    TO HELP NONPROFITS ENGAGE IN POLICY, WORK WITH DATA TO DEVELOP CLEARER OUTCOMES, AND DEVELOP STRONGER REVENUE STREAMS [6378; PC] 60,000

HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS

615 PIIKOI STREET PH-5
HONOLULU,HI96814 		    TO THE HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS TO SUPPORT AN EXECUTIVE SEARCH PROCESS [6265; PC] 10,000

HAWAII CHAMBER OF COMMERCE FOUNDATION

733 BISHOP STREET STE 1200
HONOLULU,HI96813 		    TO SUPPORT EMPLOYER COLLABORATIVES THAT HELP ENSURE STUDENTS IN HAWAII ARE ON CLEAR PATHWAYS TO HIGH SKILL, HIGH WAGE, IN-DEMAND CAREERS AND THAT HELP HAWAII BUSINESSES HAVE A HIGHLY SKILLED, LOCAL TALENT PIPELINE [6350; PC] 60,000

HAWAII CHAMBER OF COMMERCE FOUNDATION

733 BISHOP STREET STE 1200
HONOLULU,HI96813 		    UNSOLICITED CHALLENGE GRANT TO HAWAII CHAMBER OF COMMERCE FOUNDATION TO SUPPORT BUSINESS RELIEF FUND TO HELP BUSINESSES AFFECTED BY THE MAUI WILDFIRES [5953; PC] 50,000

HAWAII COMMUNITY FOUNDATION (HCF)

827 FORT STREET MALL
HONOLULU,HI96813 		    SUPPORT TO ENSURE APPROPRIATE ADMINISTRATION OF THE MAUI STRONG FUND'S CURRENT AND EXPECTED GRANT EXPENDITURES TOTALING $192.6 MILLION IN A WAY THAT OPTIMIZES IMPACT AND TRANSPARENCY IN THE FOUR PHASES OF DISASTER, ALIGNED WITH DONOR INTENT. [6262; PC] 50,000

HAWAII COMMUNITY FOUNDATION (HCF)

827 FORT STREET MALL
HONOLULU,HI96813 		    TO HONOR FOUR PILINA FUND COMMUNITY MEMBERS BY MAKING A GIFT TO A NONPROFIT RECIPIENT OF THEIR CHOOSING [6497; PC] 10,000

HAWAII COMMUNITY FOUNDATION (HCF)

827 FORT STREET MALL
HONOLULU,HI96813 		    PILINA FUND 2.0 [5618; PC] 400,000

HAWAII COMMUNITY FOUNDATION (HCF)

827 FORT STREET MALL
HONOLULU,HI96813 		    SUPPORT FOR A SECOND ROUND OF CONTRIBUTIONS TO THE HOLOMUA POOLED FUND WHOSE GOAL IS TO IMPROVE MARINE RESOURCES MANAGEMENT IN HAWAII THROUGH A SUITE OF EFFORTS BUILT ON FOUR PILLARS: PLACE-BASED PLANNING, PONO PRACTICES, MONITORING, AND PROTECTION & RESTORATION [5905; PC] 500,000

HAWAII CONSERVATION ALLIANCE FOUNDATION

1601 EAST-WEST ROAD JAB 4087
HONOLULU,HI968481601 		    FOR THE NEXT PHASE OF THE AHUPUAA ACCELERATOR, A PROGRAM TO EXPAND WATERSHED-WIDE COMMUNITY MANAGEMENT THAT HAS EXPANDED TO 46 PARTNERS STATEWIDE. [6153; PC] 132,715

HAWAII DEPARTMENT OF EDUCATION OCID-EXTENDED LEARNING BRANCH

475 22ND AVE ROOM 211
HONOLULU,HI96816 		    SUPPORT FOR HAWAII DEPARTMENT OF EDUCATION COMPLEX AREA TEAMS TO COORDINATE STUDENT-LED STUDENT TRANSITION ACTIVITIES TO AND FROM MIDDLE SCHOOL [6347; GOV] 30,000

HAWAII ELECTRICIANS TRAINING FUND

1935 HAU STREET STE 400
HONOLULU,HI96819 		    INTERIM CREDENTIAL PRE-APPRENTICESHIP PROGRAM & RECRUITMENT EXPANSION [6065; NC] 40,000

HAWAII EXECUTIVE COLLABORATIVE

1000 BISHOP STREET SUITE 302
HONOLULU,HI96813 		    SUPPORT OF 2024 HAWAII EXECUTIVE CONFERENCE [6385; PC] 25,000

HAWAII EXECUTIVE COLLABORATIVE

1000 BISHOP STREET SUITE 302
HONOLULU,HI96813 		    SUPPORT FOR THE REDISCOVERING HAWAII'S SOUL INITIATIVE TO CREATE SPACES WHERE LEADERS FROM ALL SECTORS COULD HAVE CANDID, DIFFICULT DISCUSSIONS TO WORK TOGETHER TO TAKE ACTION THAT WILL CREATE A BETTER FUTURE FOR HAWAII [5914; PC] 50,000

HAWAII HOSPITAL EDUCATION AND RESEARCH FOUNDATION (HHERF)

707 RICHARDS ST PH2
HONOLULU,HI96813 		    TO RETROFIT DOE CLASSROOMS FOR HEALTHCARE PATHWAYS IN PARTNERSHIP WITH HAWAII 3R'S, G70 AND HAWAII PACIFIC HEALTH [6363; PC] 150,000

HAWAII LOCAL2030 HUB

1601 EAST-WEST ROAD
HONOLULU,HI96848 		    TO ALLOW HAWAII GREEN GROWTH TO CONTINUE TO POPULATE THE STATE'S 2030 SUSTAINABILITY GOALS DASHBOARD AND TO SPUR ACTION TO ACHIEVE THESE GOALS [6137; PC] 25,000

HAWAII WORKFORCE FUNDERS COLLABORATIVE

PO BOX 1628
KAPAAU,HI96755 		    FOR THE HAWAII WORKFORCE FUNDERS COLLABORATIVE (HWFC) TO COVER MEMBERSHIP DUES THAT SUPPORT THE OPERATIVE BUDGET OF THIS NEW ORGANIZATION THAT SUPPORTS EFFECTIVE WORKFORCE DEVELOPMENT ACROSS THE STATE OF HAWAII [6263;PC] 25,000

HAWAII WORKFORCE PIPELINE

726 KALOLINA PLACE
KAILUA,HI96734 		    TO FORGE STRONGER CONNECTIONS BETWEEN WINDWARD EMPLOYERS AND PUBLIC SCHOOL STUDENTS IN THE REGION. [6282; PC] 55,340

HAWAIIAN ISLANDS LAND TRUST (HILT)

126 QUEEN STREET SUITE 306
HONOLULU,HI96813 		    TO CONTINUE TO WORK IN CLOSE PARTNERSHIP WITH THE TRUST FOR PUBLIC LANDS TO SECURE PRIORITY LANDS FOR COMMUNITY USE AND AINA ALOHA MINDSET DEVELOPMENT IN WINDWARD OAHU. [6259; PC] 100,000

HEALTHY CLIMATE COMMUNITIES

1006 MOKULUA DRIVE
KAILUA,HI96734 		    TO CONTINUE EFFORTS TO RESTORE HAMAKUA MARSH WITH NATIVE FLORA SO THAT NATIVE WATERFOWL USE OF THE AREA INCREASES. FUNDS WILL HELP THE ORGANIZATION GROW PROGRAMMATIC OFFERINGS, VOLUNTEER AND DONOR BASES, AND SCHOOL PARTNERSHIPS TOWARD LONG-TERM PROGRAM SUSTAINABILITY [5837; PC] 20,000

HI FUSIONED (ISIS HAWAII)

PO BOX 10653
HONOLULU,HI96816 		    TO MOVE KEY ELEMENTS OF CODING EDUCATION AND CAREER PIPELINES FORWARD, INCLUDING TEACHER TRAINING AND CAREER EXPOSURE/MENTORSHIP, SPECIFICALLY TARGETING ELEMENTARY AND MIDDLE SCHOOLS [5744; PC] 40,000

HILO HIGH SCHOOL

556 WAIANUENUE AVENUE
HILO,HI96720 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS [6447; GOV] 15,000

HUI MALAMA O KE KAI FOUNDATION

41-477 HIHIMANU STREET
WAIMANALO,HI96795 		    E HOAKOAKOA: A COMMUNITY & EDUCATIONAL SPACE [5166; PC] 50,000

HUI O KO'OLAUPOKO

PO BOX 1892
KAILUA,HI96734 		    TO INCREASE COORDINATION, RESPONSE, AND COMMUNITY INVOLVEMENT TO FIGHT THE INVASIVE SPECIES LITTLE FIRE ANT IN KOOLAUPOKO, WITH A FOCUS ON KAILUA AND WAIMANALO. [6276; PC] 37,500

INSPIRE INTERNATIONAL

94-877 LUMIAINA ST BLDG 12
WAIPAHU,HI96797 		    TO MATCH AN EMPLOYEE CONTRIBUTION [6484; PC] 2,500

IOLANI SCHOOL KA'I PROGRAM

563 KAMOKU STREET
HONOLULU,HI96826 		    OWN YOUR OWN FUTURE INITIATIVE: 'IOLANI SCHOOL KA'I PROGRAM: FAMILY ENGAGEMENT & VOCATIONAL LEARNING OPPORTUNITIES [5736; PC] 20,000

JAMES B CASTLE HIGH SCHOOL FOR CASTLE PERFORMING ARTS CENTER

45-386 KANEOHE BAY DRIVE
KANEOHE,HI96744 		    WYLF YOUTH GRANT: CASTLE KIDS STORY TIME [6087; GOV] 5,000

JAMES B CASTLE HIGH SCHOOL

45-386 KANEOHE BAY DRIVE
KANEOHE,HI96744 		    OWN YOUR OWN FUTURE INITIATIVE: DIFFERENTIATING THE CHS WORK-BASED LEARNING CONTINUUM TO MEET THE ASPIRATIONS OF ALL STUDENTS [5734; GOV] 17,932

KAILUA HIGH SCHOOL

451 ULUMANU DRIVE
KAILUA,HI96734 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS [6451; GOV] 15,000

KAILUA HISTORICAL SOCIETY

PO BOX 574
KAILUA,HI96734 		    UNSOLICITED GRANT TO KAILUA HISTORICAL SOCIETY IN RECOGNITION OF OUR LONGSTANDING COMMITMENT TO KAILUA AND TO HONOR THE MEMORY OF DR. PAUL BRENNAN [6121; NC] 5,000

KALAHEO HIGH SCHOOL

730 ILIAINA STREET
KAILUA,HI96734 		    TO STRENGTHEN THE QUALITY OF THEIR NATURAL RESOURCE PATHWAY [6093; GOV] 5,000

KALAHEO HIGH SCHOOL

730 ILIAINA STREET
KAILUA,HI96734 		    KALAHEO CLASS OF 2024 PROJECT GRAD [6164;PC] 5,000

KANU HAWAII

1050 QUEEN STREET SUITE 100
HONOLULU,HI968144130 		    PLEDGE TO OUR KEIKI: A TIE-OFF GRANT TO HELP KANU HAWAII BUILD ON THE PLEDGE TO OUR KEIKI PLATFORM TO CEMENT ITS DEPARTMENT OF EDUCATION COLLABORATION, STRENGTHEN ITS ENGAGEMENT WITH CORPORATE SPONSORS, AND GROW SERVICE PROJECT PARTICIPATION ALONGSIDE ENVIRONMENTAL NON-PROFITS BY RESIDENTS AND VISITOR [5748;PC] 25,000

KAPOLEI HIGH SCHOOL

91-5007 KAPOLEI PARKWAY
KAPOLEI,HI96707 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS - HUAKAI PONO: GUIDING KAPOLEI'S YOUTH TOWARD THEIR FUTURE [6454; GOV] 15,000

KA'U HIGH AND PAHALA ELEMENTARY SCHOOL

96-3150 PIKAKE ST
PAHALA,HI96777 		    KA'U HIGH & PAHALA ELEMENTARY SCHOOL AND NAALEHU ELEMENTARY SCHOOL TRANSITION PARTNERSHIP [6217; GOV] 7,500

KAUAI ECONOMIC DEVELOPMENT BOARD

PO BOX 3921
LIHUE,HI96766 		    TO DEVELOP HIGH-QUALITY ISLAND-WIDE ADVISORY BOARDS THAT SUPPORT AREA HIGH SCHOOLS AND THE RELATED CAREER ACADEMIES [6084; PC] 5,000

KEALAKEHE HIGH SCHOOL

74-5000 PUOHULIHULI ST
KAILUA KONA,HI96740 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS AND STRONGER SENIOR CAPSTONE PROJECTS [6475; GOV] 15,000

KHM INTERNATIONAL

PO BOX 482188
KAUNAKAKAI,HI96748 		    MALAMA E LUA LOKO I'A: SUPPORT FOR KA HONUA MOMONA TO RESTORE THEIR TWO ADJACENT FISHPONDS ON MOLOKA'I WITH PRIORITY ON THE MAKAHA OF ALI'I FISHPOND [5667;PC] 25,000

KOHALA HIGH SCHOOL

54-3611 AKONI PULE HWY
KAPAAU,HI96755 		    OWN YOUR OWN FUTURE INITIATIVE: IT TAKES A VILLAGE PROJECT [5813; GOV] 10,000

KOOLAU FOUNDATION

PO BOX 4749
KANEOHE,HI96744 		    CATALYST FUNDING TO DEVELOP THE HAIKU VALLEY CULTURAL PRESERVE [5907; PC] 75,000

KUAAINA ULU AUAMO (KUA)

47-200 WAIHEE RD
KANEOHE,HI96744 		    TO SUPPORT AND STRENGTHEN THIS CRITICALLY IMPORTANT BACKBONE ORGANIZATION AND ITS THREE COMMUNITY-DRIVEN NETWORKS FOR OCEAN MANAGEMENT IN HAWAII. [5598; PC] 500,000

KUALOA-HEEIA ECUMENICAL YOUTH PROJECT (KEY)

47-200 WAIHEE RD
KANEOHE,HI96744 		    TO BOLSTER RESPONSE TO THE LITTLE FIRE ANT IN KOOLAULOA AND KOOLAUPOKO THROUGH GRASSROOTS COMMUNITY EDUCATION, TRAINING, MONITORING, AND RESPONSE [6133; PC] 75,000

KULA ELEMENTARY SCHOOL PTA

2257 LOWER KULA ROAD
KULA,HI96790 		    KULA-KALAMA MIDDLE SCHOOL TRANSITION [6214; PC] 7,500

LEADERSHIP INSTITUUE HAWAII DEPARTMENT OF EDUCATION

99-370 MOANALUA ROAD I-29
AIEA,HI96701 		    LAYING THE FOUNDATION FOR MIDDLE LEVEL EDUCATION MAGIC:STRENGTHENING PUBLIC MIDDLE SCHOOLS IN HAWAII [5920; GOV] 50,000

LUTHERAN CHURCH MISSOURI SYNOD

45-725 KAMEHAMEHA HIGHWAY
KANEOHE,HI96744 		    WYLF YOUTH GRANT: MALAMA 'AINA - SUPPORTING OUR KUPUNA [6108; PC] 1,800

MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION

41-054 EHUKAI STREET
WAIMANALO,HI967950331 		    WYLF YOUTH GRANT: KO KAKOU KULEANA [6011; PC] 5,000

MALAMA HONUA PUBLIC CHARTER SCHOOL FOUNDATION

41-054 EHUKAI STREET
WAIMANALO,HI967950331 		    WYLF YOUTH GRANT: MALAMA HONUA PCS PAPA HULA - MALAMA AINA [6124; PC] 5,000

MALAMA LEARNING CENTER CORP

PO BOX 1662
HONOLULU,HI96806 		    MARINE MANAGEMENT MO'OLELO: EXPANDING PUBLIC SUPPORT OF HOLOMUA: MARINE 30X30 THROUGH STORY-TELLING ABOUT THE PEOPLE OF HAWAI`I DLNR-DAR AND DOCARE [5501; PC] 10,000

MALAMA LEARNING CENTER CORP

PO BOX 1662
HONOLULU,HI96806 		    TO PRODUCE ANOTHER EIGHT SEGMENTS FOR LOCAL POPULAR CABLE SHOW OUTSIDE HAWAII THAT HUMANIZES DLNR AND SOCIALIZES THE INTENTIONS AND ACTIONS OF THE HOLOMUA INITIATIVE [6367;PC] 31,500

MALAMA MAUNALUA

7195 KALANIANAOLE HWY
HONOLULU,HI968240331 		    TO HELP ADVANCE THE HOLOMUA INITIATIVE BY BETTER ALIGNING PRO-FISHING PERSPECTIVES WITH THOSE OF GOVERNMENT AGENCIES, COMMUNITY GROUPS, AND ENVIRONMENTAL ORGANIZATIONS. [6126; PC] 25,000

MANOA HERITAGE CENTER

2859 MANOA ROAD
HONOLULU,HI96822 		    SAM COOKE ENDOWED FUND [4463; PC] 50,000

MOANALUA MIDDLE SCHOOL

1289 MAHIOLE STREET
HONOLULU,HI96819 		    MOANALUA MIDDLE SCHOOL 6TH GRADE TRANSITION [6208; GOV] 7,500

MOLOKAI HIGH AND INTERMEDIATE SCHOOL

PO BOX 158
HOOLEHUA,HI967290158 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS [6448; GOV] 15,000

NEW TEACHER CENTER

1205 PACIFIC AVENUE SUITE 301
SANTA CRUZ,CA95060 		    TO WORK ALONGSIDE THE HAWAII DEPARTMENT OF EDUCATION IN BUILDING THE SUPPORT AND RESOURCES THAT ENABLE COMPLEX AREA LEADERS TO BRING EFFECTIVE MATHEMATICS COACHING TO THEIR SCHOOL COMMUNITIES [6372; PC] 100,000

NURTURE CULTIVATE INC

200 N VINEYARD BLVD STE A325-282
HONOLULU,HI96817 		    FOR SUPPORT OF A NEW KOOLAULOA AINA-BASED EDUCATION PROGRAM IN HAUULA, OAHU [5831; PC] 10,000

OAHU RESOURCE CONSERVATION AND DEVELOPMENT COUNCIL

92-1770 KUNIA ROAD
KUNIA,HI96759 		    TO SUPPORT STRATEGIC AND SUSTAINABILITY PLANNING FOR POP-UPS LABS FOR STEAM (PULS) [6095; PC] 25,000

PAEPAE O HEEIA

PO BOX 6355
KANEOHE,HI96744 		    SERVING AS FISCAL SPONSOR FOR KOOLAU AINA ALOHA, TO SUPPORT THEIR COLLECTIVE IMPACT GOALS AND SPECIFICALLY SUPPORT THE SECOND PHASE OF THEIR AINA ALOHA MINDSET COMPETENCY PILOT IN CLOSE COORDINATION WITH WINDWARD DOE AND THEIR EFFORT TO RECRUIT MORE SCHOOLS TO ENGAGE IN AINA-BASED EDUCATION [6386;PC] 25,000

PAHOA HIGH & INTERMEDIATE SCHOOL

15-3038 PAHOA VILLAGE ROAD
PAHOA,HI96788 		    PAHOA HIGH AND INTERMEDIATE SCHOOL MIDDLE SCHOOL ACADEMY COLLABORATION [6168; GOV] 7,500

PROJECT VISION HAWAII

PO BOX 23212
HONOLULU,HI96823 		    TO PROVIDE FREE HEARING SCREENINGS FOR YOUTH AS A COMPLEMENT TO PROJECT VISION HAWAII'S ALREADY SUCCESSFUL VISION SCREENING PROGRAM, SUPPORT THE TRANSITION FROM PRIVATE FUNDING TO PUBLIC REIMBURSEMENT FOR THE PROJECT, AND SUPPORT PARTNER ORGANIZATIONS IN LEARNING HOW TO IMPLEMENT A SIMILAR MODEL FOR DENTAL AND BEHAVIORAL HEALTH SCREENINGS [5737; PC] 40,000

PUBLIC SCHOOLS HAWAII FOUNDATION

PO BOX 4148
HONOLULU,HI96812 		    TO LAUNCH A NEW EFFORT THAT COMBINES HUMAN AND ARTIFICIAL INTELLIGENCE TO EXPAND STUDENT SUPPORT BY OFFERING MORE PERSONALIZED NAVIGATIONAL GUIDANCE AND IMPROVING ACADEMIC PERFORMANCE THROUGH TARGETED INTERVENTIONS. [6283; PC] 67,500

PURPLE MAIA

98-820 MOANALUA ROAD 15-547
AIEA,HI96701 		    FOR THE EXPANSION OF HALAU HEKILI, A MIDDLE COLLEGE HIGH SCHOOL ON THE CAMPUS OF WINDWARD COMMUNITY COLLEGE. [6277; PC] 145,000

RESIDENTIAL YOUTH SERVICES & EMPOWERMENT

42-470 KALANIANAOLE HIGHWAY
KAILUA,HI96734 		    TO SUPPORT THEIR DROP-IN SHELTER AND SERVICES FOR YOUTH AGES 14-24 [5637; PC] 25,000

RESOURCES LEGACY FUND

555 CAPITOL MALL SUITE 1095
SACRAMENTO,CA95814 		    TO HELP ADVANCE THE HOLOMUA INITIATIVE AND THE CARE FOR AINA NOW COALITION (FORMERLY GREEN FEE) ENVIRONMENTAL CAPITAL FORMATION WORK [6125; PC] 120,000

RISEHI FOUNDATION

111 HEKILI STREET 102
KAILUA,HI96734 		    TO SUPPORT MIDDLE SCHOOL YOUTH IN THEIR DEVELOPMENT AND CAREER EXPLORATION. [6278; PC] 50,000

RIVER OF LIFE MISSION

101 NORTH PAUAHI STREET
HONOLULU,HI96817 		    SUPPORT TO STRENGTHEN AND EXPAND RIVER OF LIFE'S NEW DISTRIBUTED HUB MODEL OF SERVING WINDWARD OAHU'S HOMELESS POPULATION TO TRANSITION THEM OFF THE STREETS USING A SYSTEMIC APPROACH, TRAINED VOLUNTEERS, PAID PROFESSIONALS, AND A BROAD NETWORK OF PARTNERS [6307;PC] 40,000

SEEQS FOUNDATION

1728 NUUANU AVENUE
HONOLULU,HI96817 		    A ONE-TIME GRANT IN SUPPORT OF SEEQS PUBLIC CHARTER SCHOOL TO ESTABLISH THE "SEEQS SHARING HUB" AS A CENTER OF PROFESSIONAL DEVELOPMENT AND COMMUNITY CONNECTION. [6406;PC] 15,000

SOCIAL FINANCE INC

2 ATLANTIC AVE 5TH FLOOR
BOSTON,CA02110 		    PROPOSAL TO SERVE AS HAWAII RENEWABLE LEARNING FUND MANAGER [6086; PC] 550,000

SUSTAINABLE COASTLINES HAWAII

3160 WAIALAE AVE SUITE 120
HONOLULU,HI96816 		    TO HELP ESTABLISH A "SOLUTIONS CENTER" IN KAHUKU AS A CENTER FOR OCEAN PLASTICS EDUCATION AND RECYCLING AND AN AINA-BASED EDUCATION SITE [6067; PC] 25,000

THE AMERICAN AI FORUM AKA AI EDUCATION PROJECT

95 3RD ST 2ND FL
SAN FRANCISCO,CA94115 		    TO DELIVER PROFESSIONAL DEVELOPMENT THAT HELPS HAWAII PUBLIC SCHOOL TEACHERS BETTER UNDERSTAND ARTIFICIAL INTELLIGENCE (AI) AND HOW TO RESPONSIBLY INCORPORATE AI LITERACY INTO THEIR CURRICULUM. [6286; PC] 115,000

THE CHAMBER OF COMMERCE OF HAWAII

1132 BISHOP STREET SUITE 2105
HONOLULU,HI968132813 		    TO SUPPORT CAMPBELL COMPLEX MIDDLE SCHOOL TO CAREER ALIGNMENT THROUGH SECTOR PARTNERSHIPS [6091; PC] 5,000

THE CORAL REEF ALLIANCE

548 MARKET STREET SUITE 29802
SAN FRANCISCO,CA941045401 		    TO WORK WITH A COALITION OF PARTNERS TO CATALYZE CESSPOOL CONVERSIONS AT A MEANINGFUL SCALE SUFFICIENT TO MEET THE STATES 2050 GOAL FOR 100% CONVERSION. [6122; PC] 50,000

THE NATURE CONSERVANCY OF HAWAII

923 NUUANU AVENUE
HONOLULU,HI96817 		    TO CONTINUE THEIR DECADES-LONG WORK WITH COMMUNITIES AND THE STATE ON MAUI AND HAWAII ISLAND, AS WELL AS INITIATING NEW WORK ON KAUAI [6329; PC] 50,000

THE NATURE CONSERVANCY OF HAWAII

923 NUUANU AVENUE
HONOLULU,HI96817 		    ADVANCING COMMUNITY-BASED MARINE MANAGEMENT TO REACH 30X30 GOALS [5660; PC] 280,000

THE PACIFIC AMERICAN FOUNDATION (PAF)

45-285 KANEOHE BAY DRIVE SUITE 102
KANEOHE,HI96744 		    FOR THE LAUNCH OF AN ESPORTS DEVELOPMENT PROGRAM IN WINDWARD OAHU SCHOOLS [6127; PC] 75,000

THE PACIFIC AMERICAN FOUNDATION (PAF)

45-285 KANEOHE BAY DRIVE SUITE 102
KANEOHE,HI96744 		    TO SUPPORT THE KILO KAI PROGRAM, PROVIDING OCEAN-RELATED STEM PATHWAYS FOR YOUNG PEOPLE ATTENDING PUBLIC HIGH SCHOOLS IN THE KOOLAU REGION OF OAHU. [6326; PC] 25,000

THE TRUST FOR PUBLIC LAND

1164 BISHOP STREET SUITE 1512
HONOLULU,HI96813 		    TO COVER A PORTION OF THE PURCHASE COSTS FOR THE 45-ACRE "KANEOHE LOI" LANDS IN LULUKU VALLEY, KO'OLAUPOKO TO PROTECT THIS PARCEL FOR TRADITIONAL FARMING, AINA-BASED EDUCATIONAL PROGRAMS, CULTURAL RESTORATION, AND COMMUNITY STEWARDSHIP. [5589; PC] (AMENDED PREVIOUS AMOUNT) -200,000

UNIVERSITY OF HAWAII FOUNDATION

1810 UNIVERSITY AVENUE SUITE 300
HONOLULU,HI96822 		    TO SUPPORT THE RIGHT TO READ: FILM SCREENING & DISCUSSION, AS PART OF THE UH BETTER TOMORROW SPEAKER SERIES, TO RAISE AWARENESS ABOUT IMPROVING LITERACY EDUCATION BASED IN SCIENCE IN HAWAII. [6352; PC] 5,000

UNIVERSITY OF HAWAII FOUNDATION

1810 UNIVERSITY AVENUE SUITE 300
HONOLULU,HI96822 		    INVESTING IN TEACHERS, HONORING STUDENT VOICES: THE HAWAII WRITING PROJECT YOUNG WRITERS CAMP [PC; 6243] 12,500

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    SOAR HIGHER - SUPPORT FOR WINDWARD OAHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] 529,240

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    HAWAII P-20 CORE SUPPORT 2022-2025 [5465; PC] 150,000

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    DEVELOP A MALAMA AINA PLAN FOR MOKU O LOE THAT GROUNDS IT IN ITS CULTURAL HERITAGE AND GUIDES IT THROUGH THE CHANGING CLIMATE AHEAD [5586; PC] 49,335

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    OWN YOUR OWN FUTURE INITIATIVE: KUPU O KE KOOLAU - KAIKUAANA/KAIKAINA MENTORSHIP PROGRAM [5811; PC] 20,000

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    TO ENSURE EACH DOE DISTRICT HAS A STRONG REGIONAL INTERMEDIARY PARTNER FOR WORK-BASED LEARNING AND TO BUILD A NEW DATA AND ACCOUNTABILITY SYSTEM AROUND THE NEW STATEWIDE EDUCATION ATTAINMENT GOAL ADOPTED BY THE HAWAII P-20 COUNCIL [5820; PC] 46,450

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    CORE OPERATING SUPPORT THAT ALLOWS THE UH ECONOMIC RESEARCH ORGANIZATION TO MORE EFFECTIVELY ENGAGE WITH DECISIONMAKERS ON IMPORTANT POLICY DECISIONS FACING OUR COMMUNITY [5847; PC] 25,000

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    SUPPORT TO INCREASE RETENTION OF STUDENTS AT WINDWARD COMMUNITY COLLEGE AND STRENGTHEN THE RELATIONSHIPS BETWEEN STUDENTS AND FACULTY, ALONG WITH STRENGTHENING THE RELATIONSHIPS BETWEEN INSTRUCTIONAL FACULTY AND COUNSELING SUPPORT STAFF [5937; PC] 23,740

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    HONOLULU COMMUNITY COLLEGE (HONCC) SUMMER CTE ACADEMY (2024, 2025) [6021; PC] 40,000

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    TO EXTEND WINDWARD COMMUNITY COLLEGE'S GROUNDBREAKING HOOLEI SCHOLARSHIP THAT ENSURES ALL PUBLIC SCHOOL GRADUATES IN THE KOOLAU REGION CAN AFFORD TO ATTEND COMMUNITY COLLEGE [6140; PC] 214,286

UNIVERSITY OF HAWAII FOUNDATION

P O BOX 11270
HONOLULU,HI968280270 		    FISH PONO: PUBLIC EDUCATION CAMPAIGN FOR CONSERVING CORAL REEF HERBIVORES [5493; PC] (AMENDED PREVIOUS AMOUNT) -33

VIBRANT HAWAII

305 WAILUKU DRIVE SUITE 6A
HILO,HI96720 		    TO DEVELOP A NETWORK OF RESILIENCE HUBS ACROSS WINDWARD OAHU [6275: PC] 40,000

WAIKEA HIGH SCHOOL

155 WEST KAWILI ST
HILO,HI967205038 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS FOR WAIAKEA GRADUATES [6465; GOV] 15,000

WASTEWATER ALTERNATIVES AND INNOVATIONS

2927 HIBISCUS PLACE
HONOLULU,HI96815 		    TO LEAD STATE AND NON-PROFIT PARTNERS IN IMPROVING THE WAY WE MANAGE WATER QUALITY IN HAWAII AS PART OF THE HOLOMUA INITIATIVE [5854; PC] 50,000

WEST HAWAII COMPLEX AREA

75-140 HUALALAI ROAD
KAILUA KONA,HI96740 		    WEST HAWAII MIDDLE SCHOOL TO HIGH SCHOOL ACADEMY TRANSITION PLANNING [6218; GOV] 7,500

WINDWARD SCHOOL DISTRICT

46-169 KAMEHAMEHA HWY
KANEOHE,HI96744 		    TO INTERNALLY DRIVE WINDWARD DOE SCHOOLS TOWARDS AINA ALOHA MINDSET ACHIEVEMENT THROUGH TEACHER PROFESSIONAL DEVELOPMENT (PD) DAYS AND CLOSER ENGAGEMENT BETWEEN SCHOOLS AND AINA-BASED EDUCATION ORGANIZATIONS. [6371; GOV] 150,000
Total .................................right arrow 3a 6,685,968
bApproved for future payment

50CAN
1380 MONROE ST NW 413
WASHINGTON,DC20010 		    CORE ORGANIZATIONAL SUPPORT FOR HAWAIIKIDSCAN, AN EDUCATION ADVOCACY ORGANIZATION COMMITTED TO ENSURE THAT HAWAII HAS AN EXCELLENT AND EQUITABLE EDUCATION SYSTEM [5898; PC] 67,500

CENTER FOR TOMORROW'S LEADERS
677 ALA MOANA BLVD SUITE 1100
HONOLULU,HI96813 		    TO STRENGTHEN THE PERSUASIVE COMMUNICATION AND WRITING OF THE ROUGHLY 300 HIGH SCHOOL STUDENTS SERVED EACH YEAR [6368; PC] 20,000

COLLABORATIVE SUPPORT SERVICES
700 BISHOP STREET SUITE 1701
HONOLULU,HI96813 		    GENERAL OPERATING SUPPORT FOR THE COMMIT TO KEIKI INITIATIVE TO EDUCATE CANDIDATES AND ELECTED OFFICIALS ABOUT THE IMPORTANCE OF INVESTING IN EARLY CHILDHOOD DEVELOPMENT [6377; PC] 10,000

COLLEGE SUMMIT INC DBA PEERFORWARD
1140 3RD ST NE
WASHINGTON,DC20002 		    TO SCALE A PROMISING PEER COUNSELING MODEL TO FOUR ADDITIONAL HIGH SCHOOLS. [6267; PC] 121,822

CONNECTED THE NATIONAL CENTER FOR COLLEGE AND CAREER
2150 SHATTUCK AVENUE STE 750
BERKELEY,CA94704 		    PROVIDE SUPPORT TO CONNECTED: THE NATIONAL CENTER FOR COLLEGE AND CAREERS TO DESIGN, TEST AND LAUNCH THE FIRST PHASE OF A COMMUNITY OF PRACTICE FOR SMALL HIGH SCHOOLS IN RURAL AND REMOTE REGIONS OF HAWAII [5927; PC] 20,000

HAWAII AFTERSCHOOL ALLIANCE
1776 UNIVERSITY AVENUE
HONOLULU,HI96822 		    TO SUPPORT A DEVELOPMENTAL EVALUATION OF THE COMMUNITY SCHOOLS MODEL IN TWELVE PARTICIPATING PUBLIC SCHOOLS [5870; PC] 25,000

HAWAII ALLIANCE OF NONPROFIT ORGANIZATIONS
1020 SOUTH BERETANIA STREET 2ND
FLOOR
HONOLULU,HI96814 		    TO HELP NONPROFITS ENGAGE IN POLICY, WORK WITH DATA TO DEVELOP CLEARER OUTCOMES, AND DEVELOP STRONGER REVENUE STREAMS [6378; PC] 20,000

HAWAII CHAMBER OF COMMERCE FOUNDATION
733 BISHOP STREET STE 1200
HONOLULU,HI96813 		    TO SUPPORT EMPLOYER COLLABORATIVES THAT HELP ENSURE STUDENTS IN HAWAII ARE ON CLEAR PATHWAYS TO HIGH SKILL, HIGH WAGE, IN-DEMAND CAREERS AND THAT HELP HAWAII BUSINESSES HAVE A HIGHLY SKILLED, LOCAL TALENT PIPELINE [6350; PC] 25,000

HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALL
HONOLULU,HI96813 		    SUPPORT TO ENSURE APPROPRIATE ADMINISTRATION OF THE MAUI STRONG FUND'S CURRENT AND EXPECTED GRANT EXPENDITURES TOTALING $192.6 MILLION IN A WAY THAT OPTIMIZES IMPACT AND TRANSPARENCY IN THE FOUR PHASES OF DISASTER, ALIGNED WITH DONOR INTENT. [6262; PC] 100,000

HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALL
HONOLULU,HI96813 		    PILINA FUND 2.0 [5618; PC] 100,000

HAWAII COMMUNITY FOUNDATION (HCF)
827 FORT STREET MALL
HONOLULU,HI96813 		    SUPPORT FOR A SECOND ROUND OF CONTRIBUTIONS TO THE HOLOMUA POOLED FUND WHOSE GOAL IS TO IMPROVE MARINE RESOURCES MANAGEMENT IN HAWAII THROUGH A SUITE OF EFFORTS BUILT ON FOUR PILLARS: PLACE-BASED PLANNING, PONO PRACTICES, MONITORING, AND PROTECTION & RESTORATION [5905; PC] 500,000

HAWAII CONSERVATION ALLIANCE FOUNDATION
1601 EAST-WEST ROAD JAB 4087
HONOLULU,HI968481601 		    FOR THE NEXT PHASE OF THE AHUPUAA ACCELERATOR, A PROGRAM TO EXPAND WATERSHED-WIDE COMMUNITY MANAGEMENT THAT HAS EXPANDED TO 46 PARTNERS STATEWIDE. [6153; PC] 150,000

HAWAII DEPARTMENT OF EDUCATION OCID-EXTENDED LEARNING BRANCH
475 22ND AVE ROOM 211
HONOLULU,HI96816 		    SUPPORT FOR HAWAII DEPARTMENT OF EDUCATION COMPLEX AREA TEAMS TO COORDINATE STUDENT-LED STUDENT TRANSITION ACTIVITIES TO AND FROM MIDDLE SCHOOL [6347; GOV] 20,000

HAWAII EDUCATION OF THE ARTS INC (HEARTS)
1935 HAU STREET STE 400
HONOLULU,HI96819 		    WYLF YOUTH GRANT: HEARTS KUPUNA CONCERTS [6473; PC] 5,000

HAWAII EXECUTIVE COLLABORATIVE
1000 BISHOP STREET SUITE 302
HONOLULU,HI96813 		    SUPPORT FOR THE REDISCOVERING HAWAII'S SOUL INITIATIVE TO CREATE SPACES WHERE LEADERS FROM ALL SECTORS COULD HAVE CANDID, DIFFICULT DISCUSSIONS TO WORK TOGETHER TO TAKE ACTION THAT WILL CREATE A BETTER FUTURE FOR HAWAII [5914; PC] 50,000

HAWAII HOSPITAL EDUCATION AND RESEARCH FOUNDATION (HHERF)
707 RICHARDS ST PH2
HONOLULU,HI96813 		    TO RETROFIT DOE CLASSROOMS FOR HEALTHCARE PATHWAYS IN PARTNERSHIP WITH HAWAII 3R'S, G70 AND HAWAII PACIFIC HEALTH [6363; PC] 150,000

HAWAII WORKFORCE PIPELINE
726 KALOLINA PLACE
KAILUA,HI96734 		    TO FORGE STRONGER CONNECTIONS BETWEEN WINDWARD EMPLOYERS AND PUBLIC SCHOOL STUDENTS IN THE REGION. [6282; PC] 55,339

HILO HIGH SCHOOL
556 WAIANUENUE AVENUE
HILO,HI96720 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS [6447; GOV] 35,000

HUI O KO'OLAUPOKO
PO BOX 1892
KAILUA,HI96734 		    TO INCREASE COORDINATION, RESPONSE, AND COMMUNITY INVOLVEMENT TO FIGHT THE INVASIVE SPECIES LITTLE FIRE ANT IN KOOLAUPOKO, WITH A FOCUS ON KAILUA AND WAIMANALO. [6276; PC] 37,500

JIM SAUNDERS FUND
PO BOX 1089
KAILUA KONA,HI967451089 		    AN UNSOLICITED GRANT AWARD OF $50,000 TO THE JIM SAUNDERS FUND IN HONOR OF JAMES C. MCINTOSH TO SUPPORT THE EDUCATION AND WELL-BEING OF CHILDREN AND YOUTH IN WEST HAWAII [6487;PC] 50,000

KAILUA HIGH SCHOOL
451 ULUMANU DRIVE
KAILUA,HI96734 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS [6451; GOV] 35,000

KAPOLEI HIGH SCHOOL
91-5007 KAPOLEI PARKWAY
KAPOLEI,HI96707 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS - HUAKAI PONO: GUIDING KAPOLEI'S YOUTH TOWARD THEIR FUTURE [6454; GOV] 35,000

KEALAKEHE HIGH SCHOOL
74-5000 PUOHULIHULI ST
KAILUA KONA,HI96740 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS AND STRONGER SENIOR CAPSTONE PROJECTS [6475; GOV] 35,000

KUAAINA ULU AUAMO (KUA)
47-200 WAIHEE RD
KANEOHE,HI96744 		    TO SUPPORT AND STRENGTHEN THIS CRITICALLY IMPORTANT BACKBONE ORGANIZATION AND ITS THREE COMMUNITY-DRIVEN NETWORKS FOR OCEAN MANAGEMENT IN HAWAII. [5598; PC] 500,000

LUTHERAN CHURCH MISSOURI SYNOD
45-725 KAMEHAMEHA HIGHWAY
KANEOHE,HI96744 		    WYLF YOUTH GRANT: LEADERS OF TOMORROW: INSPIRING OTHERS TO BECOME A HEALTHY COMMUNITY THROUGH FARM-FRESH INGREDIENTS [6403; PC] 3,200

MALAMA LEARNING CENTER CORP
PO BOX 1662
HONOLULU,HI96806 		    TO PRODUCE ANOTHER EIGHT SEGMENTS FOR LOCAL POPULAR CABLE SHOW OUTSIDE HAWAII THAT HUMANIZES DLNR AND SOCIALIZES THE INTENTIONS AND ACTIONS OF THE HOLOMUA INITIATIVE [6367;PC] 30,000

MANOA HERITAGE CENTER
2859 MANOA ROAD
HONOLULU,HI96822 		    SAM COOKE ENDOWED FUND [4463; PC] 400,000

MOLOKAI HIGH AND INTERMEDIATE SCHOOL
PO BOX 158
HOOLEHUA,HI967290158 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS [6448; GOV] 35,000

NEW TEACHER CENTER
1205 PACIFIC AVENUE SUITE 301
SANTA CRUZ,CA95060 		    TO WORK ALONGSIDE THE HAWAII DEPARTMENT OF EDUCATION IN BUILDING THE SUPPORT AND RESOURCES THAT ENABLE COMPLEX AREA LEADERS TO BRING EFFECTIVE MATHEMATICS COACHING TO THEIR SCHOOL COMMUNITIES [6372; PC] 80,000

PAEPAE O HEEIA
PO BOX 6355
KANEOHE,HI96744 		    SERVING AS FISCAL SPONSOR FOR KOOLAU AINA ALOHA, TO SUPPORT THEIR COLLECTIVE IMPACT GOALS AND SPECIFICALLY SUPPORT THE SECOND PHASE OF THEIR AINA ALOHA MINDSET COMPETENCY PILOT IN CLOSE COORDINATION WITH WINDWARD DOE AND THEIR EFFORT TO RECRUIT MORE SCHOOLS TO ENGAGE IN AINA-BASED EDUCATION [6386;PC] 150,000

PROJECT VISION HAWAII
PO BOX 23212
HONOLULU,HI96823 		    TO PROVIDE FREE HEARING SCREENINGS FOR YOUTH AS A COMPLEMENT TO PROJECT VISION HAWAII'S ALREADY SUCCESSFUL VISION SCREENING PROGRAM, SUPPORT THE TRANSITION FROM PRIVATE FUNDING TO PUBLIC REIMBURSEMENT FOR THE PROJECT, AND SUPPORT PARTNER ORGANIZATIONS IN LEARNING HOW TO IMPLEMENT A SIMILAR MODEL FOR DENTAL AND BEHAVIORAL HEALTH SCREENINGS [5737; PC] 40,000

PURPLE MAIA
98-820 MOANALUA ROAD 15-547
AIEA,HI96701 		    FOR THE EXPANSION OF HALAU HEKILI, A MIDDLE COLLEGE HIGH SCHOOL ON THE CAMPUS OF WINDWARD COMMUNITY COLLEGE. [6277; PC] 87,000

SEEQS FOUNDATION
1728 NUUANU AVENUE
HONOLULU,HI96817 		    A ONE-TIME GRANT IN SUPPORT OF SEEQS PUBLIC CHARTER SCHOOL TO ESTABLISH THE "SEEQS SHARING HUB" AS A CENTER OF PROFESSIONAL DEVELOPMENT AND COMMUNITY CONNECTION. [6406;PC] 9,000

SOCIAL FINANCE INC
2 ATLANTIC AVE 5TH FLOOR
BOSTON,HI02110 		    PROPOSAL TO SERVE AS HAWAII RENEWABLE LEARNING FUND MANAGER [6086; PC] 550,000

THE CORAL REEF ALLIANCE
548 MARKET STREET SUITE 29802
SAN FRANCISCO,CA941045401 		    TO WORK WITH A COALITION OF PARTNERS TO CATALYZE CESSPOOL CONVERSIONS AT A MEANINGFUL SCALE SUFFICIENT TO MEET THE STATES 2050 GOAL FOR 100% CONVERSION. [6122; PC] 50,000

THE NATURE CONSERVANCY OF HAWAII
923 NUUANU AVENUE
HONOLULU,HI96817 		    TO CONTINUE THEIR DECADES-LONG WORK WITH COMMUNITIES AND THE STATE ON MAUI AND HAWAII ISLAND, AS WELL AS INITIATING NEW WORK ON KAUAI [6329; PC] 550,000

UNIVERSITY OF HAWAII FOUNDATION
1810 UNIVERSITY AVENUE SUITE 300
HONOLULU,HI96822 		    INVESTING IN TEACHERS, HONORING STUDENT VOICES: THE HAWAII WRITING PROJECT YOUNG WRITERS CAMP [PC; 6243] 12,500

UNIVERSITY OF HAWAII FOUNDATION
P O BOX 11270
HONOLULU,HI968280270 		    SOAR HIGHER - SUPPORT FOR WINDWARD OAHU SCHOOLS TO PARTICIPATE AS A GEAR UP 6-16 MODEL [5173; PC] 264,620

UNIVERSITY OF HAWAII FOUNDATION
P O BOX 11270
HONOLULU,HI968280270 		    CORE OPERATING SUPPORT THAT ALLOWS THE UH ECONOMIC RESEARCH ORGANIZATION TO MORE EFFECTIVELY ENGAGE WITH DECISIONMAKERS ON IMPORTANT POLICY DECISIONS FACING OUR COMMUNITY [5847; PC] 25,000

UNIVERSITY OF HAWAII FOUNDATION
P O BOX 11270
HONOLULU,HI968280270 		    TO EXTEND WINDWARD COMMUNITY COLLEGE'S GROUNDBREAKING HOOLEI SCHOLARSHIP THAT ENSURES ALL PUBLIC SCHOOL GRADUATES IN THE KOOLAU REGION CAN AFFORD TO ATTEND COMMUNITY COLLEGE [6140; PC] 225,000

UNIVERSITY OF VIRGINIA
405 EMMET STREET SOUTH
CHARLOTTESVILLE,VA22901 		    PROVIDE THE GOOD JOBS HAWAII PROJECT TEAM WITH A LEARNING AND EVALUATION PARTNER THAT CAN OFFER ACTIONABLE INSIGHTS AND ONGOING ANALYSIS OF HOW THE INITIATIVE IS HELPING TO PREPARE AND PLACE LOCAL RESIDENTS INTO HIGH-DEMAND, WELL-PAYING JOBS [5863; PC] 191,186

VIBRANT HAWAII
305 WAILUKU DRIVE SUITE 6A
HILO,HI96720 		    FOR VIBRANT HAWAII TO SCALE SUCCESSFUL EARLY WORK AND ESTABLISH A NETWORK OF COMMUNITY-BASED CLIMATE RESILIENCE HUBS IN KOOLAU. [6480; PC] 100,000

WAIKEA HIGH SCHOOL
155 WEST KAWILI ST
HILO,HI967205038 		    SUPPORT FOR POST-HIGH STUDENT TRANSITIONS FOR WAIAKEA GRADUATES [6465; GOV] 35,000

WINDWARD SCHOOL DISTRICT
46-169 KAMEHAMEHA HWY
KANEOHE,HI96744 		    TO INTERNALLY DRIVE WINDWARD DOE SCHOOLS TOWARDS AINA ALOHA MINDSET ACHIEVEMENT THROUGH TEACHER PROFESSIONAL DEVELOPMENT (PD) DAYS AND CLOSER ENGAGEMENT BETWEEN SCHOOLS AND AINA-BASED EDUCATION ORGANIZATIONS. [6371; GOV] 150,000
Total ................................. right arrow 3b 5,154,667
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 683,914  
4 Dividends and interest from securities ....     14 3,799,632  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 8,526  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,791,221  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 8,283,293 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,283,293
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 45,654 7,737   37,917

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TY 2024 DepreciationSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BUILDING IMPROVEMENTS (BEGINNING BALANCE) 2010-01-01 1,531,354 549,714 SL 39.000000000000 39,265 0    
MASON ARCHITECT - A&E SVCS TO 1/31/10 2010-01-01 5,905 2,119 SL 39.000000000000 152 0    
AA ELECTRIC - TEL CABLING 2010-01-01 63 24 SL 39.000000000000 2 0    
HEATH CONSTRUCTION - CM SVCS TO 2/28/10 2010-01-01 1,069 382 SL 39.000000000000 27 0    
MASON ARCHITECT - EXTRA A&E SVCS 2010-01-01 2,343 841 SL 39.000000000000 60 0    
RECLASS FOUNDATION OFFICE 2010-01-01 16,573 5,949 SL 39.000000000000 425 0    
MASON ARCHITECT - EXTRA A&E SVCS 2010-01-01 1,049 377 SL 39.000000000000 27 0    
CONSTRUCTORS HAWAII - PAY APP NO. 9 2010-01-01 105,924 38,024 SL 39.000000000000 2,716 0    
CONSTRUCTORS HAWAII - FINAL PAY APP 2010-01-01 5,000 1,794 SL 39.000000000000 128 0    
AMV HAWAII - COIL CONDENSER REPLACEMENT 2020-12-01 4,837 2,983 SL 5.000000000000 967 0    
AMV HAWAII - COIL CONDENSER REPLACEMENT 2020-12-01 2,070 1,277 SL 5.000000000000 414 0    
FILE CABINETS (ARCHIVE ROOM) 1995-01-01 416 416 SL 10.000000000000 0 0    
FND MGR'S FURNITURE (SCAN LINE) 1999-09-01 6,389 6,389 SL 10.000000000000 0 0    
CONFRNC ROOM CREDENZA (SCANLINE) RECEPTION 1999-10-01 1,711 1,711 SL 10.000000000000 0 0    
FND MGR'S LATERAL FILE (SCAN LINE) MATT'S OFFICE 1999-11-01 1,123 1,123 SL 10.000000000000 0 0    
BOSE RADIO RECEPTION 1999-12-01 519 519 SL 5.000000000000 0 0    
OFFICE PAVILLION - FLEXNET NO ARM CHAIRS (QTY 4) 2010-02-01 1,013 1,013 SL 5.000000000000 0 0    
OFFICE PAVILLION - FLEXNET FIXED ARM CHAIRS (QTY 14) 2010-02-01 4,275 4,275 SL 5.000000000000 0 0    
OFFICE PAVILLION - RECTANGLE TABLES (QTY 4) 2010-02-01 4,686 4,686 SL 5.000000000000 0 0    
OFFICE PAVILLION - NATURAL CHERRY FURNITURE (TERRY'S OFFICE) 2010-02-01 9,113 9,113 SL 10.000000000000 0 0    
OFFICE PAVILLION - VIVO WORKSTATIONS (BETH & ANN) 2010-02-01 10,854 10,854 SL 10.000000000000 0 0    
OFFICE PAVILLION - WORKSTATION, CHAIR, FILE STORAGE 2011-11-01 6,390 6,390 SL 10.000000000000 0 0    
OFFICE PAVILLION - 2ND PAYMENT 2011-11-01 6,390 6,390 SL 10.000000000000 0 0    
XEROX W7845PT SER #MX4-344262 2014-04-01 10,330 10,330 SL 5.000000000000 0 0    
DELL SERVER 2015-08-01 7,720 7,720 SL 5.000000000000 0 0    
SAMSUNG 82" SMART 4K ULTRA HD TV 2017-10-01 5,654 5,654 SL 5.000000000000 0 0    
SURFACE BOOK 2 WITH DOCKING AM 2019-10-01 3,202 2,722 SL 5.000000000000 480 0    
SURFACE BOOK 2 WITH DOCKING BM 2019-10-01 3,202 2,722 SL 5.000000000000 480 0    
SURFACE PRO 7 (QTY1) TRG 2020-11-01 1,837 1,168 SL 5.000000000000 368 0    
MACBOOK PRO 16" M1 PRO CHIP 512GB SSD GRAY 2022-01-03 2,617 1,048 SL 5.000000000000 523 0    
MICROSOFT SURFACE PRO 8 W/WARRANTY (AH) 2022-07-01 1,821 546 SL 5.000000000000 364 0    
MICROSOFT SURFACE PRO 8 W/WARRANTY (MG) 2022-07-01 1,821 546 SL 5.000000000000 364 0    
DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (AM) 2024-01-01 1,759   SL 5.000000000000 352 0    
DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (SM) 2024-01-01 1,759   SL 5.000000000000 352 0    
MICROSOFT SURFACE PRO 9 W/ WARRANTY (TG) 2024-05-01 2,570   SL 5.000000000000 343 0    
XEROX W7845PT SER #MX4-344262 2024-11-04 12,177   SL 5.000000000000 406 0    

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TY 2024 ExpenditureResponsibilityStmt
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
PILINA EDUCATION ALLIANCE
  		928 17TH AVENUE
HONOLULU,HI96816 		2021-07-01 200,000 PURPOSE OF GRANT: OCEANIT HIGH - A HIGH SCHOOL CAREER-BASED LEARNING PROGRAM. 200,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND GRANTEE PROGRESS AND FINAL REPORTS WERE SUBMITTED ON 6/16/22 AND 8/26/24 2024-08-26 TO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, MARIA QUIDEZ (PROGRAM OFFICER) OR ALEX HARRIS (VICE PRESIDENT OF PROGRAMS) MET WITH MARY WENSTROM AND JIMMY HARRIS ON THREE OCCASSIONS TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OR PHONE CALLS WITH THE GRANTEE ON EIGHT OCCASSIONS AS FOLLOWS: 6/7/21, 6/18/21, 9/29/21, 8/10/22, 9/16/22, 10/6/22, 10/29/22, 8/26/24.
KULIA EDUCATION FOUNDATION
  		640 PUUHALE ROAD 1502
HONOLULU,HI968193304 		2022-09-01 50,000 SUPPORT FOR THE MARKETING FOR AND HIRING OF KEY STAFF FOR THE NEWLY AUTHORIZED KULIA ACADEMY PUBLIC CHARTER SCHOOL IN KALIHI FOCUSING ON IT SKILLS AND PROJECT-BASED LEARNING. 50,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND GRANTEE PROGRESS AND FINAL REPORTS WERE SUBMITTED ON 12/8/24 AND 4/1/25 2025-04-01 TO MONITOR THE PROGRESS OF THE PROJECT, MARIA QUIDEZ (PROGRAM OFFICER) CORRESPONDED WITH ANDREW GOKCE TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OR PHONE CALLS WITH THE GRANTEE ON ELEVEN OCCASIONS AS FOLLOWS: 10/3/22, 10/13/22, 12/13/22, 2/15/23, 6/7/23, 8/14/23, 11/8/23, 4/4/24, 5/16/24, 9/19/24 AND 12/12/24.
PILINA EDUCATION ALLIANCE
  		928 17TH AVENUE
HONOLULU,HI96816 		2022-12-01 250,000 SUPPORT OF PATHWAY TO PURPOSE, A CAREER-BASED HIGH SCHOOL PROGRAM THAT PROVIDES GUIDANCE, MENTORSHIP AND WORK-BASED LEARNING OPPORTUNITIES FOR STUDENTS. 250,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND GRANTEE PROGRESS AND FINAL REPORTS WERE SUBMITTED 7/8/23, 12/14/23, 9/3/24 2024-09-03 TO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, MARIA QUIDEZ (PROGRAM OFFICER) MET WITH MARY WENSTROM, JIMMIE HARRIS OR JESSICA STACK ON SEVEN OCCASIONS TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OR PHONE CALLS WITH THE GRANTEE ON TWENTY-THREE OCCASIONS AS FOLLOWS:2022 - 10/31, 12/5, 12/9, 12/14.2023 - 1/30, 2/2, 2/23, 2/24, 3/8, 3/15, 4/13, 5/23, 6/6, 6/27, 6/29, 7/6, 7/7, 9/5, 9/28, 11/15, 11/17, 12/4, 12/8, 12/22. 2024 - 2/2, 2/12, 6/28, 7/1, 7/2, 9/3.
HAWAII ELECTRICIANS TRAINING FUND
  		1935 HAU STREET SUITE 400
HONOLULU,HI96819 		2023-11-01 100,000 INTERIM CREDENTIAL PRE-APPRENTICESHIP PROGRAM AND RECRUITMENT EXPANSION. 100,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND GRANTEE PROGRESS WERE SUBMITTED ON 12/11/24 2024-12-11 TO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, ALEX HARRIS (VICE PRESIDENT OF PROGRAMS) MET WITH EXECUTIVE DIRECTOR MIMI SROUT AND LEAD TRAINER ROBERT AQUINO ON FOUR OCCASIONS TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA PHONE CALL OR IN PERSON WITH THE GRANTEE ON SIX OCCASIONS AS FOLLOWS: 12/19/23, 3/22/24, 4/15/24, 6/4/24, 12/10/24 AND 1/23/25.
KAILUA HISTORICAL SOCIETY
  		PO BOX 574
KAILUA,HI96734 		2023-12-07 5,000 UNSOLICITED GRANT TO KAILUA HISTORICAL SOCIETY IN RECOGNITION OF OUR LONGSTANDING COMMITMENT TO KAILUA AND TO HONOR THE MEMORY OF DR. PAUL BRENNAN. 5,000 TO OUR KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE GRANT FUND GRANTEE PROGRESS AND FINAL REPORTS WERE SUBMITTED ON 12/9/24 2024-12-09 TO VERIFY THE CONTENTS OF THE REPORT AND TO MONITOR THE PROGRESS OF THE PROJECT, TERRENCE GEORGE (PRESIDENT AND CEO) MET WITH ROBERT CLANCEY ON FEBRUARY 13, 2024 TO MONITOR THE GRANTEE'S PROGRESS AND CORRESPONDED VIA EMAIL OF PHONE CALLS WITH THE GRANTEE ON ELEVEN OCCASIONS AS FOLLOWS:2023 CALLS: 12/8, 12/12, 12/19.2023 EMAILS: 12/12.2023 MEETINGS: 10/7.2024 MEETINGS: 2/13.2024 EMAILS: 1/16, 2/16, 4/22, 5/2, 6/11.

TY 2024 GeneralExplanationAttachment
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Identifier Return Reference Explanation
GRANT APPLICATION SUBMISSION INFO FORM 990-PF, PART XV, LINES 2A - 2D LINE 2A) NAME AND ADDRESS OF PERSON TO WHOM APPLICATIONS SHOULD BE SUBMITTED:ELIZABETH MURPH, GRANTS MANAGER 1197 AULOA ROAD KAILUA, HI 96734808-263-7073LINE 2B)FORM AND CONTENT OF APPLICATIONS:A WRITTEN PROPOSAL WITH COVER LETTER SHOULD BE SUBMITTED. THE COVER LETTER SHOULD INCLUDE A CONTACT PERSON WITH A DAYTIME PHONE NUMBER AND EMAIL ADDRESS AND SHOULD BE SIGNED BY THE ORGANIZATION'S BOARD CHAIRMAN AND EXECUTIVE DIRECTOR. THE PROPOSAL SHOULD INCLUDE A BRIEF STATEMENT OF THE ORGANIZATION'S MISSION AND GOALS; A DESCRIPTION OF THE PROJECT OR PROGRAM GOALS AND THE SPECIFIC, QUANTIFIABLE OUTCOMES THAT WOULD BE ACHIEVED IF THIS GRANT IS AWARDED; AN EXPLANATION OF HOW THE ORGANIZATION IS QUALIFIED TO ACHIEVE THESES GOALS; AN EVALUATION PLAN; AND AN INDICATION OF OTHER SOURCES OF EXPECTED FUNDING. THE OUTCOMES FROM THE PROPOSAL ARE INCLUDED IN THE GRANT AGREEMENT, AND THE GRANTEE WILL BE EXPECTED TO REPORT ON ITS PROGRESS AGAINST THESE OUTCOMES AT THE CONCLUSION OF THE GRANT. ADDITIONAL REQUIRED INFORMATION INCLUDES THE ORGANIZATION'S BUDGET FOR THE CURRENT FISCAL YEAR, THE PROPOSED PROJECT OR PROGRAM BUDGET INCLUDING DETAILS ON SOURCES AND USES OF FUNDS, THE PREVIOUS YEAR'S AUDITED FINANCIAL STATEMENTS, THE MOST RECENT IRS FORM 990 AND IRS DETERMINATION LETTER, A LIST OF THE ORGANIZATION'S CURRENT OFFICERS AND DIRECTORS, AND SUBMISSION OF EVIDENCE THAT THE BOARD HAS ADOPTED A CONFLICT OF INTEREST POLICY. THE FOUNDATION'S STAFF INDEPENDENTLY CONFIRM THAT THE APPLICANT (IF NOT A PUBLIC SCHOOL) RETAINS ITS CURRENT STATUS UNDER IRS SECTION 501(C)(3).LINE 2C)ANY SUBMISSION DEADLINES:GRANT INQUIRIES MAY BE SUBMITTED AT ANY TIME ONLINE THROUGH THE FOUNDATION'S WEBSITE, WWW.CASTLEFOUNDATION.ORG. PROPOSALS ARE REVIEWED WHEN SUBMITTED AT THE NEXT MEETING OF THE DIRECTORS. THE FOUNDATION'S DIRECTORS TYPICALLY MEET FOUR TIMES EACH YEAR.LINE 2D)RESTRICTIONS AND LIMITATIONS ON AWARDS:GRANTS WILL BE MADE ONLY TO IRC SECTION 501(C)(3) DESIGNATED CHARITABLE ORGANIZATIONS WITH PUBLIC CHARITY STATUS WORKING FOR THE BENEFIT OF THE PEOPLE OF THE STATE OF HAWAII OR TO GOVERNMENT AGENCIES SUCH AS PUBLIC SCHOOLS.
NOTE ON DATES ACQUIRED/SOLD AND DETAILS FORM 990-PF, PART IV THE TAXPAYER FIRST ACT, ENACTED JULY 2019, REQUIRES TAX-EXEMPT ORGANIZATIONS TO ELECTRONICALLY FILE INFORMATION RETURNS AND RELATED FORMS, INCLUDING FORM 990-PF, RETURN OF PRIVATE FOUNDATION FOR YEARS ENDING JULY 31, 2020 AND LATER.THE ORGANIZATIONS CURRENT YEAR TAX RETURNS HAVE BEEN ELECTRONICALLY FILED USING SOFTWARE VENDOR WOLTERS KLUWER PRODUCT CCH AXCESS TAX. THE FOLLOWING SOFTWARE LIMITATIONS RELATING TO FORM 990-PF, PART IV ARE LISTED BELOW: #46589 PROHIBITS "VARIOUS" FROM PRINTING UNDER THE DATE ACQUIRED/SOLD COLUMNS PER FORM 990-PF, PART IV. AS SUCH, THESE COLUMNS HAVE BEEN LEFT BLANK ON FORM 990-PF, PART IV TO ENABLE ELECTRONIC FILING. #49993 PROHIBITS OPTIONAL PDF ATTACHMENTS. AS SUCH, 1099 TAX STATEMENTS PROVIDING DETAILS ON CAPITAL GAINS AND LOSSES HAVE BEEN OMITTED FROM THE RETURNS.

TY 2024 InvestmentsCorpStockSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK AND MUTUAL FUNDS 110,428,435 138,626,985

TY 2024 InvestmentsOtherSchedule2
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LIMITED PARTNERSHIPS FMV 10,362 10,362
HEDGE FUNDS FMV 275,863 304,982
PRIVATE EQUITY FMV 50,741,762 50,677,622

TY 2024 LandEtcSchedule2
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING IMPROVEMENTS (BEGINNING BALANCE) 1,531,354 588,979 942,375  
MASON ARCHITECT - A&E SVCS TO 1/31/10 5,905 2,271 3,634  
AA ELECTRIC - TEL CABLING 63 26 37  
HEATH CONSTRUCTION - CM SVCS TO 2/28/10 1,069 409 660  
MASON ARCHITECT - EXTRA A&E SVCS 2,343 901 1,442  
RECLASS FOUNDATION OFFICE 16,573 6,374 10,199  
MASON ARCHITECT - EXTRA A&E SVCS 1,049 404 645  
CONSTRUCTORS HAWAII - PAY APP NO. 9 105,924 40,740 65,184  
CONSTRUCTORS HAWAII - FINAL PAY APP 5,000 1,922 3,078  
AMV HAWAII - COIL CONDENSER REPLACEMENT 4,837 3,950 887  
AMV HAWAII - COIL CONDENSER REPLACEMENT 2,070 1,691 379  
FILE CABINETS (ARCHIVE ROOM) 416 416 0  
FND MGR'S FURNITURE (SCAN LINE) 6,389 6,389 0  
CONFRNC ROOM CREDENZA (SCANLINE) RECEPTION 1,711 1,711 0  
FND MGR'S LATERAL FILE (SCAN LINE) MATT'S OFFICE 1,123 1,123 0  
OFFICE PAVILLION - FLEXNET NO ARM CHAIRS (QTY 4) 1,013 1,013 0  
OFFICE PAVILLION - FLEXNET FIXED ARM CHAIRS (QTY 14) 4,275 4,275 0  
OFFICE PAVILLION - RECTANGLE TABLES (QTY 4) 4,686 4,686 0  
OFFICE PAVILLION - NATURAL CHERRY FURNITURE (TERRY'S OFFICE) 9,113 9,113 0  
OFFICE PAVILLION - VIVO WORKSTATIONS (BETH & ANN) 10,854 10,854 0  
OFFICE PAVILLION - WORKSTATION, CHAIR, FILE STORAGE 6,390 6,390 0  
OFFICE PAVILLION - 2ND PAYMENT 6,390 6,390 0  
DELL SERVER 7,720 7,720 0  
SAMSUNG 82" SMART 4K ULTRA HD TV 5,654 5,654 0  
SURFACE BOOK 2 WITH DOCKING BM 3,202 3,202 0  
SURFACE PRO 7 (QTY1) TRG 1,837 1,536 301  
MACBOOK PRO 16" M1 PRO CHIP 512GB SSD GRAY 2,617 1,571 1,046  
MICROSOFT SURFACE PRO 8 W/WARRANTY (AH) 1,821 910 911  
MICROSOFT SURFACE PRO 8 W/WARRANTY (MG) 1,821 910 911  
DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (AM) 1,759 352 1,407  
DELL LATTITUDE 5540 I7, 15.6", 16GB, 512 SSD (SM) 1,759 352 1,407  
MICROSOFT SURFACE PRO 9 W/ WARRANTY (TG) 2,570 343 2,227  
XEROX W7845PT SER #MX4-344262 12,177 406 11,771  


TY 2024 LegalFeesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,760 976   7,243


TY 2024 OtherDecreasesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Amount
CHANGE IN FMV ADJUSTMENT 10,613,691


TY 2024 OtherExpensesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE - FIRE 8,446 0   9,070
INSURANCE - LIABILITY 94,246 15,972   50,887
MEALS & ENTERTAINMENT 18,223 3,088   15,135
SUPPLIES & SERVICES 20,871 0   20,871
AUTO & TRUCK 3,736 0   3,736
DUES & SUBSCRIPTIONS 49,258 0   49,258
REPAIRS & MAINTENANCE 65,491 0   65,491
SERVICE FEES 17,425 2,953   8,067
OTHER EXPENSES (FROM K-1 CORE SENIOR LENDING OFFSHORE FUND, LP) 0 2,482   0
OTHER EXPENSES (FROM K-1 CRESTVIEW IV PRIVATE INVESTORS, LLC) 0 7,646   0
OFFICE 1,234 0   1,234
OTHER EXPENSES (FROM K-1 SCULPTOR REAL ESTATE IV PRIVATE INVESTORS OS, LP) 0 33,711   0
OTHER EXPENSES (FROM K-1 JLL PARTNERS FUND VIII (CAYMAN), LP) 0 140   0
OTHER EXPENSES (FROM K-1 JLL PARTNERS FUND VIII, LP) 0 88,333   0


TY 2024 OtherIncomeSchedule2
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INVESTMENT INCOME 8,526 8,526 8,526
OTHER INCOME (FROM K-1 CORE SENIOR LENDING OFFSHORE FUND (PB), LP)   91,972  
OTHER INCOME (FROM K-1 CRESTVIEW IV PRIVATE INVESTORS, LLC)   205,180  
OTHER INCOME (FROM K-1 JLL PARTNERS FUND VIII (CAYMAN), LP)   870  
OTHER INCOME (FROM K-1 JLL PARTNERS FUND VIII, LP)   33,067  
OTHER INCOME (FROM K-1 SCULPTOR REAL ESTATE IV PRIVATE INVESTORS OS, LP)   133,207  


TY 2024 OtherIncreasesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Amount
CHANGE IN UNREALIZED GAIN/LOSS 10,613,709


TY 2024 OtherLiabilitiesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Description Beginning of Year - Book Value End of Year - Book Value
OTHER LIABILITIES 67,562 75,524
FEDERAL EXCISE TAX PAYABLE 105,415 245,945


TY 2024 OtherProfessionalFeesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 331,367 0   335,974
MANAGEMENT FEES - INVESTMENTS 1,147,958 1,147,958   0


TY 2024 TaxesSchedule
Name:
HAROLD KL CASTLE FOUNDATION
EIN:
99-6005445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX (CURRENT AND DEFERRED) 240,531 0   0
HAWAII GENERAL EXCISE TAX 16 16   0
FOREIGN TAXES 92,833 92,833   0
PAYROLL TAXES 79,012 13,720   65,292